+1,248.2%
PANW vs TRI
+196.2%
+1,052.0%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.7% | -4.0% | -3.0% |
| 7D | -0.8% | -7.9% | +7.1% | +2.3% |
| 30D | -14.6% | -4.5% | -10.1% | -13.4% |
| 3M | +18.3% | +22.1% | -3.8% | +6.1% |
| 6M | +100.5% | -2.8% | +103.3% | +97.0% |
| YTD | +79.5% | -23.4% | +102.9% | +96.2% |
| 1Y | +66.7% | -41.5% | +108.2% | +108.0% |
| 3Y | +161.2% | -19.2% | +180.4% | +166.9% |
| 5Y | +322.2% | -9.4% | +331.6% | +298.9% |
| All | +1,248.2% | +196.2% | +1,052.0% | +717.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded TRI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling